Heritage Wealth Advisors Select Sector Spdr Fd Material Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Heritage Wealth Advisors holds 850 shares of XLB stock, worth $73,754. This represents 0.0% of its overall portfolio holdings.

Number of Shares
850
Previous 850 -0.0%
Holding current value
$73,754
Previous $74,000 2.7%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$83.19 - $90.99 $60,146 - $65,785
-723 Reduced 45.96%
850 $73,000
Q3 2024

Nov 12, 2024
BUY
$86.95 - $97.09 $62,864 - $70,196
723 Added 85.06%
1,573 $151,000
Q2 2024

Aug 05, 2024
SELL
$88.28 - $93.06 $1.42 Million - $1.5 Million
-16,113 Reduced 94.99%
850 $75,000
Q1 2024

May 08, 2024
BUY
$80.98 - $92.89 $1.3 Million - $1.5 Million
16,113 Added 1895.65%
16,963 $1.58 Million
Q4 2023

Dec 12, 2024
BUY
$74.46 - $86.21 $1,712 - $1,982
23 Added 2.78%
850 $72,000
Q4 2023

Feb 09, 2024
BUY
$74.46 - $86.21 $1,712 - $1,982
23 Added 2.78%
850 $72,000
Q2 2023

Dec 12, 2024
SELL
$75.02 - $82.87 $55,964 - $61,821
-746 Reduced 47.43%
827 $68,000
Q1 2023

May 04, 2023
BUY
$75.51 - $85.21 $36,018 - $40,645
477 Added 136.29%
827 $66,000
Q4 2022

Dec 12, 2024
SELL
$68.18 - $83.76 $83,384 - $102,438
-1,223 Reduced 77.75%
350 $27,000
Q4 2022

Feb 06, 2023
BUY
$68.18 - $83.76 $23,863 - $29,316
350 New
350 $27,000

Others Institutions Holding XLB

# of Institutions
937
Shares Held
53.2M
Call Options Held
14.3M
Put Options Held
17.2M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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